heather is with us from chicago. still tepid job growth here, healther so what gives you confidence that not only is the economy growth but strength is gathering momentum? >> i think there is a lot of improvement on the manufacturing side of things globally. so you have seen a lot more positive commentary about the situation in europe, how things are going in china. and it's being backed up by manufacturing data improving, so as we've seen that, we really have more confidence that areas like the odd otos and housing markets in the u.s. are going to continue to gain steam. >> tom: and you're putting that stat germany to work in energy, particularly natural gas. we have seen natural gas prices down to historic lows. why go natural gas producers with production increasing, presumably putting downward pressure on prices? >> well, they have actually a very interesting portfolio of assets and they've really been paring back their assets lately. their focus is on onshore development of assets that have both natural gas and